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Vanguard Large-Cap ETF
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Overview Fund Activity

891 hedge funds and large institutions have $18B invested in Vanguard Large-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 275 increasing their positions, 321 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
14.26%
Holding in Top 10
84
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
67
Increased
275
Reduced
321
Closed
49
Calls
$11.3M
Puts
$1.92M
Net Calls
+$9.39M
Net Calls Change
+$17.2M

Top Buyers

1
EWA
EP Wealth Advisors
California
$793M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$254M
3
SS
Simplicity Solutions
Minnesota
$136M
4
Charles Schwab
Charles Schwab
California
$134M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$3.05B

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
$184M
2
FA
Fiducient Advisors
Illinois
$0
3
Bank of America
Bank of America
North Carolina
$554M
4
PWM
PRW Wealth Management
Massachusetts
$6M
5
Creative Planning
Creative Planning
Kansas
$2.35B
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
901
Focus Partners Advisor Solutions
Missouri
– -$2.67M -15,354 Closed
GM
902
GeoWealth Management
Illinois
– -$2.27M -13,026 Closed
WAG
903
Wallace Advisory Group
California
– -$1.51M -8,669 Closed
TWM
904
TMD Wealth Management
Arizona
– -$661K -3,792 Closed
MCC
905
Money Concepts Capital
Florida
– -$624K -3,580 Closed
Renaissance Technologies
906
Renaissance Technologies
New York
– -$592K -3,400 Closed
FANJ
907
Financial Architects (New Jersey)
New Jersey
– -$547K -3,143 Closed
TSS
908
Two Sigma Securities
New York
– -$514K -2,950 Closed
HFS
909
Heritage Financial Services
Massachusetts
– -$488K -2,802 Closed
AssetMark Inc
910
AssetMark Inc
California
– -$446K -2,562 Closed
BOSSRA
911
B.O.S.S. Retirement Advisors
Utah
– -$392K -2,250 Closed
WFC
912
Western Financial Corp
California
– -$289K -1,658 Closed
MHS
913
M Holdings Securities
Oregon
– -$259K -1,487 Closed
PFA
914
Peak Financial Advisors
Colorado
– -$239K -1,374 Closed
DI
915
DFPG Investments
Utah
– -$247K -1,369 Closed
MA
916
Mutual Advisors
Nebraska
– -$216K -1,238 Closed
CF
917
Clarity Financial
Texas
– -$215K -1,232 Closed
PCA
918
Private Capital Advisors
Connecticut
– -$203K -1,168 Closed
ACM
919
Argent Capital Management
Missouri
– -$203K -1,166 Closed
WFPG
920
Waller Financial Planning Group
Ohio
– -$200K -1,149 Closed
MPCL
921
My Personal CFO LLC
Washington
– -$162K -931 Closed
VCM
922
Vigilant Capital Management
Maine
– -$157K -900 Closed
Lazard Asset Management
923
Lazard Asset Management
New York
– -$135K -779 Closed
RBC
924
Romano Brothers & Co
Illinois
– -$131K -751 Closed
CS
925
Comerica Securities
Michigan
– -$126K -723 Closed
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